Group 1: Company Overview and Market Position - The company, Shaanxi Sry New Materials Co., Ltd., focuses on high and medium voltage electrical contact materials and products, with a significant market share in the industry [1][2]. - The company participates in national key research and development programs, particularly in the field of high voltage vacuum switch technology [3]. Group 2: Product Applications and Innovations - The company's products are primarily used in medium and high voltage switchgear, specifically in 12KV-126KV and above applications [2][3]. - The company is developing new materials for high voltage vacuum arc extinguishing chambers, collaborating with major clients like Siemens Energy and Baoguang [3]. Group 3: Market Trends and Future Outlook - The demand for medium and high voltage switches is expected to increase due to the dual carbon policy and the trend of replacing SF6 switches with environmentally friendly alternatives [3]. - The rapid growth of the commercial aerospace sector is driving the demand for liquid rocket engine components, with the company planning to produce approximately 300 tons of forgings and 1,100 sets of rocket engine components annually [3]. Group 4: Research and Development Initiatives - The company is leading the development of copper-titanium alloy projects, which are used in electronic devices and automotive connectors due to their high strength and excellent forming properties [3]. - The company has also developed key materials for controlled nuclear fusion and large nuclear power generators [3]. Group 5: Investor Relations and Communication - The company ensures transparent communication with investors, adhering to its information disclosure management system to guarantee the accuracy and completeness of disclosed information [4].
斯瑞新材(688102) - 688102_投资者关系活动记录表-2024-023(2024年11月22日)